ARIS
Advanced Research Investment Solutions Portfolio holdings
AUM
$160M
This Quarter Return
-10.72%
1 Year Return
+5.55%
3 Year Return
-13.19%
5 Year Return
–
10 Year Return
–
AUM
$162M
AUM Growth
+$162M
(-10%)
Cap. Flow
+$768K
Cap. Flow
% of AUM
0.47%
Top 10 Holdings %
Top 10 Hldgs %
89.76%
Holding
188
New
55
Increased
28
Reduced
17
Closed
24
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$2.92M |
| 2 |
UPAR Ultra Risk Parity ETF
UPAR
|
$2.77M |
| 3 |
First Trust Long/Short Equity ETF
FTLS
|
$1.1M |
| 4 |
ProShares Ultra Semiconductors
USD
|
$564K |
| 5 |
Apple
AAPL
|
$378K |
Top Sells
| 1 |
Vanguard Total Stock Market ETF
VTI
|
$3.39M |
| 2 |
RPAR Risk Parity ETF
RPAR
|
$2.9M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$2.29M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$2.24M |
| 5 |
Vanguard Real Estate ETF
VNQ
|
$740K |
Sector Composition
| 1 | Technology | 1.78% |
| 2 | Healthcare | 0.71% |
| 3 | Financials | 0.67% |
| 4 | Consumer Discretionary | 0.64% |
| 5 | Communication Services | 0.47% |
